We are live on ! Find out more
DHR icon

Danaher

Name Holding Trade Value Shares
Change
Change in
Stake
OIS
1451
Okabena Investment Services
Minnesota
$603K – – –
FFP
1452
FourThought Financial Partners
Florida
$600K +$22K +100 +4%
MGWM
1453
Marks Group Wealth Management
Minnesota
$597K +$573K +2,608 New
CP
1454
Canopy Partners
Ohio
$596K +$50.3K +229 +10%
AIM
1455
Advyzon Investment Management
Illinois
$595K +$120K +547 +27%
CSPIA
1456
Cary Street Partners Investment Advisory
Virginia
$595K +$13.2K +60 +2%
Level Four Advisory Services
1457
Level Four Advisory Services
Texas
$593K +$25.7K +117 +5%
GWM
1458
GSB Wealth Management
Connecticut
$593K +$1.98K +9 +0.3%
C
1459
Certuity
Florida
$591K +$39.1K +178 +7%
USB
1460
Union Savings Bank
Connecticut
$591K +$568K +2,583 New
Birch Hill Investment Advisors
1461
Birch Hill Investment Advisors
Massachusetts
$590K -$22K -100 -4%
VAM
1462
Verity Asset Management
North Carolina
$589K -$271K -1,231 -32%
PTC
1463
Private Trust Company
Ohio
$589K -$1.1K -5 -0.2%
TPA
1464
Trivium Point Advisory
Connecticut
$584K +$46.4K +211 +9%
MLL
1465
Moody Lynn & Lieberson
Massachusetts
$583K – – –
AIM
1466
Aigen Investment Management
New York
$582K -$144K -657 -21%
SP
1467
SmartHarvest Portfolios
Washington
$580K +$557K +2,535 New
PWAM
1468
Pinnacle West Asset Management
Wyoming
$579K – – –
IB
1469
Intrust Bank
Kansas
$578K +$67.3K +306 +14%
Smithfield Trust
1470
Smithfield Trust
Pennsylvania
$577K -$1.98K -9 -0.4%
AFA
1471
AA Financial Advisors
Ohio
$576K +$14.9K +68 +3%
1WM
1472
1900 Wealth Management
Texas
$575K +$143K +650 +35%
HBK Sorce Advisory
1473
HBK Sorce Advisory
Pennsylvania
$575K +$342K +1,555 +142%
DAM
1474
Diamant Asset Management
Connecticut
$574K – – –
Sapient Capital
1475
Sapient Capital
Indiana
$571K +$277K +1,259 +104%